About Me – My Background

I am an attorney, licensed in California, with an MBA in taxation, and over 30 years experience in the Expatriate and Inpatriate areas of individual income taxation; first, with a multi-national bank headquartered in San Francisco, then as a consultant with the worldâs leading computer chip maker in Santa Clara and finally with a Big Five accounting firm in both San Jose, California and Brussels, Belgium. Over the years, I have had tax preparation clients in over 38 countries. I can effectively answer your questions, help you plan your federal and state tax strategies, represent you before the Internal Revenue Service on Audit or Appeals or in United States Tax Court, help you resolve other existing IRS problems, and/or prepare your federal and any required state income tax returns, (including delinquent filings) as well as prepare any required Reports of Foreign Bank and Financial Accounts (FBARs).

All information you provide will remain completely confidential and will not be provided to the IRS or any other federal or State Government Agency or anyone else (unless and until filings) or other communications are agreed upon and authorized by you).

DISCLAIMER

Please note that information presented in this website is not intended as legal advice and should not be relied upon as such. Because of the complexity of the related issues and the possibility of legislative and/or regulatory change, no representation of completeness or accuracy is made herein or by this Office. The tax and legal requirements that may be discussed herein are subject to change at any time. Accordingly, this information is intended only as informational. We strongly recommend that professional counsel be consulted, as appropriate, when any relevant type of transaction is contemplated.